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Dogwood Wealth Management’s Ferguson FERG Stock Holding History

Dogwood Wealth Management’s Portfolio FERG Stock Details FERG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7K Sell
45
-10
-18% -$2.41K ﹤0.01% 374
2026
Q1 		$12.8K Sell
55
-4
-7% -$973 0.01% 299
2025
Q4 		$13.1K Buy
59
+17
+40% +$4.06K 0.01% 255
2025
Q3 		$9.43K Buy
42
+5
+14% +$1.13K ﹤0.01% 282
2025
Q2 		$8.24K Buy
37
+34
+1,133% +$6.26K ﹤0.01% 316
2025
Q1 		$481 Buy
+3
New +$520 ﹤0.01% 462

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dogwood Wealth Management's FERG Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Ferguson (FERG) stake by 18% in Q2 2026, selling an estimated $2.41K and leaving 45 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Dogwood Wealth Management first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.1K in Q4 2025. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Dogwood Wealth Management held 45 shares of Ferguson worth $10.7K as of Q2 2026.
  • Dogwood Wealth Management sold 10 Ferguson shares in Q2 2026, an estimated $2.41K.
  • Ferguson made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #374 holding.
  • Dogwood Wealth Management first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Ferguson position peaked at $13.1K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.